SBI Medium Term Fund · Direct · Growth
NAV
₹59.8263
as of 13 Nov 2026
Expense Ratio
0.72%
Lumpsum returns (CAGR)
- 1Y
- +5.54%
- 3Y
- +7.55%
- 5Y
- +6.73%
- Since Inception
- +8.70%
SIP returns (XIRR)
- 1Y
- +5.64%
- 3Y
- +6.85%
- 5Y
- +7.16%
- Since Inception
- +8.15%
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
portfolio shared with SBI MEDIUM TERM FUND - REGULAR PLAN - GROWTH
- 16.94% Cgl 20366.90%
- 2Godrej Properties Ltd.4.69%
- 37.06% Cgl 20414.54%
- 4Jsw Jfe Kalinga Steel Ltd.4.38%
- 5Aditya Birla Real Estate Ltd.3.43%
- 6Jtpm Metal Traders Ltd.3.36%
- 7Renew Solar Energy (Jharkhand Five) Pvt. Ltd.3.36%
- 8Renserv Global Pvt Ltd.3.20%
- 9Motilal Oswal Finvest Ltd.3.13%
- 10Gmr Airports Ltd.3.01%
What this fund does
SBI Medium Term Fund · Direct · Growth by SBI Mutual Fund is a Medium Term fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Medium Term category.
About This Fund
SBI Medium Term Fund · Direct · Growth is a Medium Term mutual fund offered by SBI Mutual Fund. The fund has been operational for over 13 years. It benchmarks its performance against NIFTY MEDIUM DURATION DEBT INDEX A-III. The current expense ratio is 0.72%.